Before any numbers are discussed, four principles apply to every engagement. The Workplace Performance Review is always free, even though it would normally cost £595. All fees are agreed in writing before delivery begins. Initial and ongoing fees are shown separately, so you see year-one and year-on-year costs clearly. And the savings we identify are shown alongside the fees, so you can see the net position before committing.
Most clients land on a bundle, which combines services at a meaningful saving. You can also buy individual services à la carte, or run a workshop programme as a standalone.
Foundation, Core or Executive. Each combines consultancy, workshops and on-site engagement with a meaningful saving.
From £1,745
See bundlesBuy a single service at a fixed fee. Right for a specific problem, like a pension scheme review or a one-off financial clinic.
From £495
See servicesFinancial education across nine topics in four clusters. Includes confidential IFA follow-up for every attendee.
From £795
See workshopsA structured diagnostic across your pension, benefits and workforce engagement. We identify where financial pressure is showing up in your business and what a proportionate response would look like.
Usually £595. Included free at the start of every engagement.
Each bundle combines services at a saving. Initial and ongoing fees are shown separately, so you can see year-one and year-on-year commitments clearly.
For employers testing the proposition without committing to a long engagement.
£1,745
Audit included free (saves £595)
No ongoing commitment with the Foundation bundle.
You can add further workshops, clinic days or other services à la carte at any time.
If you want a continuing engagement, upgrade to Core when you are ready.
For employers with a workplace pension that needs review and a workforce that would benefit from structured financial education.
£6,500
Save £1,240 vs separately
£3,150 / yr
For employers committing to workforce financial wellbeing as an operational priority, with quarterly on-site engagement and new starter onboarding.
£8,500
Save £2,235 vs separately
£4,500 / yr
Bundles can be tailored to your workforce. For organisations above 150 employees, a custom quote is built from the Executive bundle as a starting point. Discuss a tailored option →
Bundles cover the work set out in each list. Continuing services in Year 2, such as Annual Governance and Support, are shown alongside the initial fee, so you can see year-on-year costs clearly. Insurance commissions, where relevant to your benefits arrangement, are paid by the insurer rather than invoiced separately, and are always disclosed in writing.
Every employee in an engaged workforce has the option of a confidential conversation with a regulated financial adviser from Finch Theory. No charge. No obligation. No products discussed.
A private space to ask the questions they did not want to raise in front of colleagues. Often where the most useful conversations begin.
Every service can be bought on its own. Use this menu to understand what sits inside the bundles, or to commission a single piece of work.
| Consultancy fee Offsets against scheme review | £595 |
| Pension Scheme Review | £1,750 |
| New Scheme Implementation | £1,500 |
| Ongoing Annual Governance | £1,250 / yr |
| Consultancy fee per service Offsets against arrangement fee | £595 |
| Group insurances arrangement Subject to minimum | £500 |
| Private Medical Insurance Provider commission, built in | Included |
| Flexible benefits build Subject to eligibility | Included |
| Workplace Performance Review Always free at engagement | Free |
| Financial clinic day IFA on-site, employee 1:1s | £950 |
| Quarterly site days Pack of four, discounted | £3,400 / yr |
| New Starter Presentation One-off onboarding session | £495 |
All fees exclude VAT where applicable. Exact fees confirmed in writing after the Workplace Performance Review.
Nine topics across four clusters. Delivered in person or online, around an hour each plus Q&A. Designed to fit around the working day.
£795
Pick any one topic
£1,995
Three workshops, one theme Save £390
£3,495
Pick any six from across clusters Save £1,275
Workshop fees exclude VAT. Delivered in person or online to suit your workforce. Standalone workshops do not include the financial clinic day or ongoing IFA access that comes with bundles.
A Workplace Performance Review across pension, benefits and financial support arrangements. The Audit identified material inefficiencies in the workplace pension, which were addressed without disruption to staff.
The Core bundle fee for that engagement was offset roughly three times over by the pension savings alone, before counting any of the retention or productivity benefits that followed.
Before any fees are discussed, the Audit establishes whether there is something worth addressing in your specific business, and what the right response would be.
Book a Workplace Performance Review
No cost · No obligation · No commitment until proposal stage
